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Investment Update

our current strategies for managing our investment portfolio

None of us are immune to what’s happening in the markets.

We tapped Alex Rotenberger, Investment Analyst, to answer your questions about our current strategies for managing our investment portfolio. Watch the video above to learn how we’re responding to changes in the market.

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Supporting Your Clients’ Charitable Giving Changes

Here's how you can help your clients as they pivot their giving to better support their community.

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Donated Real Estate Turned into Community Resources

Learn how Lisa and Jerry O'Brien turned their condominium into continuous support for their favorite causes.

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Charitable Giving Legislation in the News

Our response to the proposed Accelerating Charitable Giving (ACE) Act

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Beyond ESG: Sustainable Investment

Chief Investment Officer Shannon O’Leary participated in a global panel discussion on sustainable investment trends.

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Gift Bunching: A Way to Maximize Your Charitable Impact

With a technique known as gift bunching, you can maintain your charitable impact while realizing potential tax benefits.

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Our Online Donor Toolkit

This resource will help you identify and clarify your values, interests and charitable vision.

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How to Talk to Clients about Charitable Giving

Janelle J. Chambers, attorney for Chandler & Brown, Ltd., shares tips on how to best support your clients’ philanthropy.

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